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Contrarian bets · where smart money is split

Where is smart money arguing?

204 tickers where ≥2 superinvestors were buying while ≥2 others were selling over the last 4 quarters. The active-disagreement signal.

Consensus bets are safer but less interesting. Contrarian bets are where one side of the smart-money trade is wrong — and when a consensus forms, it moves the price.

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Full list · top 20

Every active debate

Sorted by total disagreement activity. Click any ticker for the full conviction breakdown.

METAMeta Platforms
−4conviction
Buying (18)
Selling (12)
MSFTMicrosoft
+2conviction
AMZNAmazon
−13conviction
Buying (12)
Selling (12)
TSMTaiwan Semi
+7conviction
GOOGLAlphabet
−22conviction
NVDANVIDIA
+16conviction
UNHUnitedHealth
−4conviction
Selling (10)
BNBrookfield Corp
+16conviction
INTUINTU
−16conviction
Buying (7)
Selling (7)
VSTVistra Corp
−10conviction
VVisa
+8conviction
SEASEA
−7conviction
GOOGAlphabet Class C
−13conviction
Buying (4)
Selling (9)
COFCapital One Financial
−13conviction
PDDPDD
−12conviction
Buying (5)
Selling (8)
PFEPFE
−4conviction
IVVIVV
0conviction
BABAAlibaba
+33conviction
Buying (7)
Selling (5)
AAPLApple Inc.
−29conviction
Buying (4)
Selling (8)
BLOCKBLOCK
−10conviction
Selling (6)
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How we find contrarian bets

Overlap of buyers and sellers, last 4 quarters

We scan every distinct 13F move across the last 4 quarters ( Q4 2025, Q3 2025, Q2 2025, Q1 2025) for each ticker. A ticker qualifies as contrarian if ≥2 superinvestors were buying (new or add) AND ≥2 others were selling (trim or exit) in the same window.

This is the inverse of /crowded-trades (where everyone is piled in the same direction). It’s also the signal Dataroma can’t show — their leaderboards don’t cross-tab buyers and sellers.

Contrarian bets carry high variance — one side of every disagreement is wrong. Not investment advice. Methodology.